Microsoft Dynamics 365 Sales

[ShabnamMohammadi]

Microsoft Dynamics 365 Sales empowers sales teams to cultivate robust customer relationships, make informed decisions based on data-driven insights, and expedite the sales process. Utilize Dynamics 365 Sales to manage your client accounts and contacts, guide your sales from lead generation to order fulfillment, and produce sales-related materials. It also allows you to generate marketing lists and campaigns and monitor service cases linked to specific accounts or opportunities.

Cool Feature of Dynamics 365 Sales

• The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business.

More information: Gain insights with dashboards in Dynamics 365 Sales.

• Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, progress of individual deals, and much more, all in one place.

• the Lead and Opportunity form tell you what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count. The process bar can be docked to the right side of the screen for an omnipresent experience while you work on the opportunity.

• All the appointments you schedule while you work on an opportunity, the emails that you send or the phone calls you make are available in one place, giving you all the context, you need to do your job.

• Do you have presentations or documents for an opportunity all over the place? Store them all in one place, so anyone who’s working on the opportunity can view them!

More information: Collaborate using SharePoint.

• It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click.

More information: Understand the sales process.

• The Word and Excel templates ensure that the documents that you’re sending out to your customers align with you company’s brand.

More information: Manage Word templates.